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When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have more than enough to cover the withdrawal. “What do you mean, the funds aren’t available? I can see them right there!”
“Cut my pie into four pieces. I don’t think I could eat eight.” – Yogi Berra
As the election news cycle reaches its climax over the next few months, investors will likely be inundated with speculative investment forecasts for an endless number of potential election outcomes.
As a former trust officer for a N.C. bank, I was fond of saying, “trusts are bounded solely by your imagination and tax law.” There is a tremendous amount of truth to that statement as trusts can be designed to do almost anything.
My wife and I are slowly turning the corner from having two babies to two full blown toddlers. Like most parents, the question “where did the time go?” seems ever so true. It was not easy, and we still have a lot more fun chaos ahead, but we are glad we took the following steps to prepare financially before we had our first child.
Many people are familiar with the basic benefits available to veterans, but did you know there are programs that could be beneficial tools in building a financial plan? In this article, we will discuss several programs, resources and benefits that are available to qualifying veterans that could become a piece of their financial planning puzzle.
There is nothing that can kill the romance of upcoming nuptials more quickly than your partner asking you to sign a prenuptial agreement (aka prenup). But do you know what can really kill the romance? Divorce!